Access and manage your investment accounts on the go. View balances, holdings, transactions, and important documents. Stay connected with your advisor and access market research.
5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
MoreYes, MyLumiere is available for free on the App Store. The app itself does not have a download or usage fee, though your wireless provider may charge access fees.
MyLumiere is designed for iOS devices, including iPhone, iPad, and iPod. It was last updated on September 10, 2024, with version 5.14.0.
The app provides access to your secure client vault and is developed by Lumiere Financial Group LLC, a registered investment adviser. Investment products are not FDIC insured and may lose value.
Yes, MyLumiere allows you to view historical transactions for your investment accounts. You can also access statements and documents directly through the app.
Yes, the app provides access to market research, helping clients stay informed about market trends and opportunities.
MyLumiere has an age rating of 4+, making it suitable for a wide range of users. It was first released on April 22, 2023.
No, MyLumiere does not contain advertisements. The app is free to download and use without any ad interruptions.
The app is actively maintained, with the latest version 5.14.0 released on September 10, 2024. This indicates regular updates to ensure functionality and security.
